Personal CFO Solutions’s Equity Lifestyle Properties ELS Stock Holding History

Personal CFO Solutions’s Portfolio ELS Stock Details ELS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$206K	Sell	3,275 -27	-0.8%	-$1.75K	0.03%	503
2025 Q4	$200K	Buy	+3,302	New	+$204K	0.03%	500
2025 Q2	–	Sell	-3,247	Closed	-$217K	–	492
2025 Q1	$217K	Sell	3,247 -113	-3%	-$7.54K	0.04%	408
2024 Q4	$224K	Buy	3,360 +101	+3%	+$7K	0.04%	415
2024 Q3	$233K	Buy	3,259 +91	+3%	+$6.38K	0.03%	494
2024 Q2	$206K	Sell	3,168 -42	-1%	-$2.63K	0.03%	503
2024 Q1	$207K	Buy	3,210 +63	+2%	+$4.23K	0.03%	519
2023 Q4	$222K	Buy	+3,147	New	+$214K	0.04%	460

Other funds holding ELS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Personal CFO Solutions's ELS Position: Q1 2026 in Review

Personal CFO Solutions reduced its Equity Lifestyle Properties (ELS) stake by 0.82% in Q1 2026, selling an estimated $1.75K and leaving 3,275 shares worth $206K. The position accounts for 0.03% of the portfolio, ranked #503.

Personal CFO Solutions first reported a position in ELS in Q4 2023 and has held it in 8 quarters since. The position peaked at $233K in Q3 2024. 493 funds tracked by Wall St. Rank hold ELS as of Q1 2026.

Personal CFO Solutions held 3,275 shares of Equity Lifestyle Properties worth $206K as of Q1 2026.
Personal CFO Solutions sold 27 Equity Lifestyle Properties shares in Q1 2026, an estimated $1.75K.
Equity Lifestyle Properties made up 0.03% of Personal CFO Solutions's portfolio in Q1 2026, its #503 holding.
Personal CFO Solutions first reported a position in Equity Lifestyle Properties in Q4 2023 and has held it in 8 quarters since.
Personal CFO Solutions's Equity Lifestyle Properties position peaked at $233K in Q3 2024.
493 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.